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2,496 hedge funds and large institutions have $147B invested in Merck in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,169 increasing their positions, 889 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 97

31% more repeat investments, than reductions

Existing positions increased: 1,169 | Existing positions reduced: 889

20% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.01B

1% more funds holding

Funds holding: 2,4782,496 (+18)

0% less capital invested

Capital invested by funds: $147B → $147B (-$245M)

0.22% less ownership

Funds ownership: 79.09%78.87% (-0.22%)

35% less funds holding in top 10

Funds holding in top 10: 243157 (-86)

Holders
2,496
Holders Change
+18
Holders Change %
+0.73%
% of All Funds
51.17%
Holding in Top 10
157
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-35.39%
% of All Funds
3.22%
New
142
Increased
1,169
Reduced
889
Closed
97
Calls
$1.22B
Puts
$1.01B
Net Calls
+$205M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1901
AlphaSimPlex Group
Massachusetts
$526K +$536K +7,125 New
PPP
1902
Private Portfolio Partners
New Jersey
$525K -$452K -6,006 -46%
JWM
1903
Jupiter Wealth Management
Colorado
$524K
HC
1904
Hourglass Capital
Texas
$523K
HI
1905
Hendershot Investments
Virginia
$519K -$326K -4,327 -38%
NEPPG
1906
New England Professional Planning Group
Rhode Island
$518K -$40.2K -534 -7%
PCM
1907
Princeton Capital Management
New Jersey
$517K -$107K -1,424 -17%
SMM
1908
Stadion Money Management
Georgia
$517K
SPC
1909
Stewart & Patten Company
California
$517K +$75 +1 +0%
BLAM
1910
Bourne Lent Asset Management
New York
$516K
SIA
1911
Soltis Investment Advisors
Utah
$515K +$292K +3,878 +125%
HIM
1912
Hillsdale Investment Management
Ontario, Canada
$514K -$151K -2,002 -22%
CCA
1913
Conestoga Capital Advisors
Pennsylvania
$514K
IC
1914
InterOcean Capital
Illinois
$514K +$3.76K +50 +0.7%
AIA
1915
Alera Investment Advisors
Illinois
$513K +$40K +531 +8%
CA
1916
Crumly & Associates
Illinois
$512K +$224K +2,971 +75%
SIM
1917
SSI Investment Management
California
$511K -$7.3K -97 -1%
ECM
1918
Elgethun Capital Management
South Dakota
$511K +$5.5K +73 +0.9%
CIC
1919
Chase Investment Counsel
Virginia
$511K +$91.8K +1,219 +21%
W
1920
WealthStone
Ohio
$511K +$521K +6,920 New
VC
1921
Vicus Capital
Pennsylvania
$509K -$98.2K -1,304 -16%
TW
1922
Transform Wealth
Colorado
$508K +$5.8K +77 +1%
Twin Tree Management
1923
Twin Tree Management
Texas
$508K +$518K +6,881 New
OCM
1924
Orser Capital Management
Texas
$507K
LWPC
1925
Legacy Wealth Partners (California)
California
$507K +$29.5K +392 +6%

MRK Hedge Fund Activity: Q2 2020 in Review

2,496 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2020, worth a combined $147B — down 0.17% from $147B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new MRK positions and 97 closed out — a net gain of 45 holders — while 1,169 added to existing stakes and 889 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $686M. The largest seller was Loomis, Sayles & Company, cutting an estimated $440M.

  • 2,496 institutional investors held Merck (MRK) as of Q2 2020, up from 2,478 in Q1 2020.
  • Funds reported $147B of Merck stock for Q2 2020, down 0.17% quarter-over-quarter.
  • 142 funds opened new Merck positions in Q2 2020 and 97 closed out, a net change of +45 holders.
  • The largest Merck buyer in Q2 2020 was Nordea Investment Management, an estimated $686M added.
  • The largest Merck seller in Q2 2020 was Loomis, Sayles & Company, an estimated $440M sold.

Based on aggregated 13F filings for Q2 2020.